In Re Estate of Redding v. Welborn

McGEE, Judge.

Plaintiffs appeal from the trial court’s order entering summary judgment in favor of defendants LifeUSA Insurance Company and Allianz Life Insurance Company of North America (collectively LifeUSA 1 ).

LifeUSA, an insurance and securities broker, offers a variety of insurance products, including fixed annuities. LifeUSA sold its products through state-licensed independent insurance agents (agents) with whom LifeUSA entered into agent agreements. The agent agreements authorized agents to solicit applications for LifeUSA’s products.

Defendant Select Marketing Plans, Inc. (SMP) was…